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Cerity Partners

Client Data Analyst

Cerity Partners Chicago, Illinois, United States · $65K–$70K/yr

Financial Services · 1,001-5,000 employees

Oct 21
data-analyst Junior (0-2 yrs) Full-time United States
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About the role

Maintain the quality and integrity of client and account data, and build reports and dashboards for internal stakeholders. Partner with business teams on reporting needs, respond to ad hoc data requests, document data definitions and processes, and identify ways to improve data quality and reporting efficiency.

What they look for

Excel Data Visualization Reporting SQL Data Analysis Analytical Problem-Solving Data Quality Management Attention to Detail Stakeholder Communication Dashboard Development Client Data Management AI Tools

Requirements

A bachelor's degree in Finance, Business Analytics, or a related field is required. Candidates should have strong Excel and reporting or data visualization skills, SQL or similar querying experience, analytical problem-solving ability, attention to detail, and the ability to communicate insights to non-technical stakeholders; familiarity with mainstream AI tools is also expected.

Benefits

Health Insurance Dental Insurance Vision Insurance 401(k) Plan With 4% Match Flexible Paid Time Off Parental Leave Advanced Education and Professional Designation Assistance Community Volunteer Opportunities Commuter Benefits

Full description

Position Summary:  

The Client Data (Associate) analyzes and maintains client and account data to support accurate financial reporting and business decisions. This role supports data quality and reporting processes

Primary Responsibilities 

  • Maintain data quality and integrity across client data systems
  • Build and maintain reports and dashboards for internal stakeholders
  • Partner with business teams to understand client data and reporting needs
  • Support ad hoc data requests and special analytical projects
  • Document data definitions and reporting processes
  • Identify opportunities to improve data quality and reporting efficiency

Required Qualifications: 

  • Bachelor's degree in Finance, Business Analytics, or a related field

Skills and Competencies: 

  • Strong proficiency with Excel and data visualization/reporting tools
  • Experience with SQL or similar data querying skills
  • Strong analytical and problem-solving skills
  • High attention to detail and data accuracy
  • Ability to communicate data insights clearly to non-technical stakeholders
  • Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization

Physical Requirements:

  • Ability to sit or stand for extended periods while working at a computer

Compensation Range:

$65,000-70,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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